2025-06-23T14:48:33-05:00 2024-09-30 390758449 WIPFLI LLP 2501 W BELTLINE HWY STE 501 MADISON WI 53713 990 2023-10-01 381873461 NORTHEAST MICHIGAN COMMUNITY SERVICE AGENCY INC NORT 9893563474 2569 US 23 SOUTH ALPENA MI 49707 LISA BOLEN EXECUTIVE DIRECTOR/CEO 9893563474 2025-06-18 1 1 QUINN DUGAN P02267768 6082741980 2025-06-18 2023 2025-03-06 01:10:19Z LISA BOLEN 2569 US 23 SOUTH ALPENA MI 49707 69417998 0 X WWW.NEMCSA.ORG X 1968 MI TO ACT AS THE PRIMARY ADVOCATE FOR THE REDUCTION OF THE CAUSES, CONDITIONS AND EFFECTS OF POVERTY WITHIN ITS CONSTITUTIONAL COUNTIES; MOBILIZE PUBLIC AND PRIVATE RESOURCES TO PROVIDE SOCIAL AND ECONOMIC OPPORTUNITIES THAT FOSTER SELF-SUFFICIENCY FOR LOW INCOME PERSONS; MOTIVATE AND PREPARE THE LOW-INCOME, ELDERLY, PERSONS WITH DISABILITIES OR OTHERWISE DISADVANTAGED TO ACHIEVE ECONOMIC INDEPENDENCE THROUGH THE PROVISION OF A WIDE RANGE OF RELEVANT AND INNOVATIVE SERVICES IN PARTNERSHIP WITH OTHER AGENCIES AND ORGANIZATIONS; DEVELOP A SENSE OF DIGNITY AND STRENGTH AMONG THE LOW INCOME, ELDERLY, PERSONS WITH DISABILITIES OR OTHERWISE DISADVANTAGED THROUGH THE PLANNING AND PARTICIPATION OF THE LOW-INCOME, ELDERLY OR OTHERWISE DISADVANTAGED, THROUGH THE ELEVEN COUNTY AREA. 29 29 844 1896 0 0 64350033 67299083 496526 320810 218612 387770 248146 370397 65313317 68378060 21041544 22405006 0 0 32619179 35347167 0 0 0 9756534 9816937 63417257 67569110 1896060 808950 27002969 27382335 10449265 9972353 16553704 17409982 X ENHANCING QUALITY OF LIFE BY EMPOWERING INDIVIDUALS AND STRENGTHENING COMMUNITIES. 0 1 34868918 2897558 1920 EARLY CHILDHOOD PROGRAMS -HEAD START AND GREAT START READINESS SERVED 2,260 CHILDREN AND THEIR FAMILIES BY PROVIDING EDUCATION, HEALTH, DISABILITY, AND SOCIAL SERVICES FOR 3-5 YEAR OLDS IN 21 COUNTIES. 15078239 11800420 0 COMMUNITY BASED CARE PROGRAMS -PROVIDED ASSISTANCE TO 795 ELIGIBLE PARTICIPANTS IN THE TWELVE-COUNTY SERVICE AREA OF NORTHEAST MICHIGAN. THESE PARTICIPANTS WERE IN NEED OF MEDICAID-COVERED LONG-TERM CARE SERVICES AND SUPPORT IN ORDER TO REMAIN IN THEIR OWN HOME. THIS PROGRAM WORKS WITH ELIGIBLE PERSONS AGED 18 AND OLDER WHO ARE AT-RISK OF NURSING HOME PLACEMENT AND PROVIDES SERVICES THAT ARE DESIGNED TO LOCATE, MOBILIZE AND MANAGE A VARIETY OF HOME CARE AND OTHER SERVICES TO ENSURE THE PARTICIPANTS ARE ABLE TO STAY IN THEIR OWN HOME. 4767032 3657714 318890 WEATHERIZATION + UTILITY ASSISTANCE + FOOD -PROVIDED SERVICES TO 4,919 LOW INCOME AND AT-RISK INDIVIDUALS ACROSS A TWELVE-COUNTY REGION. SERVICES INCLUDE HEATING FUEL AND ENERGY ASSISTANCE, HOMELESS PREVENTION AND RENTAL ASSISTANCE SERVICES, FOOD AND COMMODITY SUPPLEMENTAL ASSISTANCE, AND HOME WEATHERIZATION SERVICES. HOME WEATHERIZATION SERVICES ARE COMPRISED OF DUCT SEALING AND REPLACEMENT, WATER HEATER REPLACEMENT, FURNACE REPLACEMENT, FURNACE TUNING AND CLEANING SERVICES, WINDOW SEALING, INSULATION, AND EDUCATION REGARDING ADJUSTMENTS RESIDENTS CAN MAKE THAT WILL CONSERVE ENERGY AND SAVE ON ENERGY RELATED COSTS OVER TIME. 4509396 3105601 0 AGING PROGRAMS -SERVICE DESIGNED TO LOCATE, MOBILIZE AND MANAGE A VARIETY OF HOME CARE AND OTHER SERVICES NEEDED BY FRAIL ELDERLY PERSONS AGED 60 AND OLDER AT HIGH RISK OF ENTERING A NURSING HOME FACILITY. THROUGH SUBCONTRACTING WITH COMMUNITY PARTNERS SUCH AS COUNCILS/COMMISSIONS ON AGING, SERVICES PROVIDED IN THE TWELVE-COUNTY SERVICE AREA INCLUDE HOMEMAKING, PERSONAL CARE, RESPITE, LEGAL, CAREGIVER, ADULT DAY CARE, MEDICATION MANAGEMENT, AND NUTRITION PROGRAMS. THESE AGING PROGRAMS OPERATE IN NORTHEAST MICHIGAN'S TWELVE COUNTY AREA. 2926699 146109 0 YOUTH SERVICES PROGRAMS -SCHOOL SUCCESS PARTNERSHIP PROGRAM PROVIDED SERVICES TO 1,213 STUDENTS IDENTIFIED AS AT RISK FOR ACADEMIC FAILURE; SERVICE AREA ENCOMPASSES 10 COUNTIES AND INCLUDES 28 K12 SITES, FOUR ALTERNATIVE EDUCATION SITES, TWO PAROCHIAL ELEMENTARY SCHOOL SITES, AND ONE ADULT EDUCATION SITE. 1534777 734400 0 HOUSING -FINANCIAL EMPOWERMENT, SELF-SUFFICIENCY, FORECLOSURE PREVENTION AND DEFAULT COUNSELING, HOMELESS PREVENTION SERVICE, AND RENTAL COUNSELING. THE PROGRAMS ASSISTED 933 CLIENTS DURING THE FISCAL YEAR. 595022 25 0 VOLUNTEER PROGRAMS -CONSISTS OF THREE PROGRAMS - FOSTER GRANDPARENT PROGRAM (FGP); SENIOR COMPANION PROGRAM (SCP); RETIRED AND SENIOR VOLUNTEER PROGRAM (RSVP). THE FGP VOLUNTEERS PROVIDE ONE-ON-ONE TUTORING TO STUDENTS. A LOW-INCOME PROGRAM (WITHIN 200% OF POVERTY) VOLUNTEERS ALSO NEED TO BE AGED 55 OR OLDER TO PARTICIPATE. SCP PROVIDES INDEPENDENT LIVING SERVICES AND/OR RESPITE SERVICES TO SENIORS WHICH AFFORD THESE SENIORS THE OPPORTUNITY TO REMAIN INDEPENDENT IN THEIR OWN HOME AND OFFERED INCREASED SOCIAL SUPPORT. THE VOLUNTEER CRITERIA FOR SCP DUPLICATE THAT OF FGP. RSVP ENGAGES THE SKILLS, TALENTS, AND EXPERIENCE OF VOLUNTEERS TO ADDRESS A WIDE RANGE OF COMMUNITY NEEDS. PARTICIPANTS CAN CHOOSE HOW, WHERE, AND WHEN THEY WANT TO SERVE WITH COMMITMENTS RANGING FROM A FEW HOURS TO 40 HOURS PER WEEK. THE RESULT IS A POSITIVE CONTRIBUTION TO THE PARTICIPANTS' COMMUNITY, WHILE THEY CAN ALSO EXPERIENCE BETTER HEALTH AND LONGEVITY BY BEING ACTIVE IN THE COMMUNITY. 586706 63179 0 COMMUNITY DEVELOPMENT PROGRAMS 10152600 4049314 0 64866789 1 1 0 0 0 0 0 0 0 0 1 0 0 1 1 1 1 0 0 0 0 0 0 0 0 0 0 1 1 1 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 241 0 844 1 0 0 0 0 0 0 0 0 0 0 0 0 X 29 29 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 MI X X KIMBERLEE HINCKA 9893563474 2569 US 23 SOUTH ALPENA MI 49707 PETE HENNARD PRESIDENT 4.00 X X 0 0 0 PATRICIA RONDEAU VICE-PRESIDENT 4.00 X X 0 0 0 SHEILA MALEWSKA TREASURER 4.00 X X 0 0 0 LISA SALGAT SECRETARY 4.00 X X 0 0 0 LYN BEHNKE BOARD MEMBER 2.00 X 0 0 0 JOHN CHAPPA BOARD MEMBER 2.00 X 0 0 0 CHUCK CORWIN BOARD MEMBER 2.00 X 0 0 0 TERRY DUTCHER BOARD MEMBER 2.00 X 0 0 0 NICK FLORIAN BOARD MEMBER 2.00 X 0 0 0 DOROTHY FREDERICK BOARD MEMBER 2.00 X 0 0 0 TAMMY FRISBIE BOARD MEMBER 2.00 X 0 0 0 JEAN GARRATT BOARD MEMBER 2.00 X 0 0 0 DUNCAN GRAY BOARD MEMBER 2.00 X 0 0 0 LISA HILBERG BOARD MEMBER 2.00 X 0 0 0 JULIE KENDRICK BOARD MEMBER 2.00 X 0 0 0 KATELYN KLINE BOARD MEMBER (THRU MAY 2024) 2.00 X 0 0 0 CHELSEY KREIL BOARD MEMBER 2.00 X 0 0 0 ROBIN LALONDE BOARD MEMBER (THRU AUG 2024) 2.00 X 0 0 0 DAN LUDLOW BOARD MEMBER 2.00 X 0 0 0 LEONARD MARCINIAK BOARD MEMBER 2.00 X 0 0 0 JOHN MORRISON BOARD MEMBER 2.00 X 0 0 0 LLOYD PELTIER BOARD MEMBER 2.00 X 0 0 0 CRYSTAL QUINN BOARD MEMBER (THRU MAY 2024) 2.00 X 0 0 0 RICHARD SANGSTER BOARD MEMBER 2.00 X 0 0 0 TINA SCHUMACHER BOARD MEMBER 2.00 X 0 0 0 BRENDA SIMMONS BOARD MEMBER 2.00 X 0 0 0 TERRY SMALL BOARD MEMBER 2.00 X 0 0 0 LEISA SUTTON BOARD MEMBER 2.00 X 0 0 0 CHUCK VARNER BOARD MEMBER 2.00 X 0 0 0 NATHAN WEAVER BOARD MEMBER 2.00 X 0 0 0 CAROL WENZEL BOARD MEMBER 2.00 X 0 0 0 VALERIE WILLIAMS BOARD MEMBER (THRU NOV 2023) 2.00 X 0 0 0 DANA WINGO BOARD MEMBER 2.00 X 0 0 0 LISA BOLEN EXECUTIVE DIRECTOR/CEO 40.00 X 153618 0 33215 KIMBERLEE HINCKA CFO 40.00 X 102818 0 23696 TRICIA GRIFKA EARLY CHILDHOOL SERVICES DIRECTOR 40.00 X 127454 0 31696 LAURIE SAUER AGING DIRECTOR 40.00 X 107465 0 25343 491355 0 113950 4 0 1 0 GT INDEPENDENCE 215 BROADUS STREET STURGIS MI 49091 MI CHOICE HCBS 2358977 NORTHEAST MICHIGAN HOME HEALTH CARE LLC PO BOX 812 AUGRES MI 48703 MI CHOICE HCBS 1167192 COMFORCARE CHURCHES 814 S OTSEGO AVE GAYLORD MI 49735 MI CHOICE HCBS 903838 BAY VIEW INSULATION 3336 PIPER RD ALPENA MI 49707 WEATHERIZATION 795442 COMPASSIONATE CARE PO BOX 487 WEST BRANCH MI 48661 MI CHOICE HCBS 609286 26 67132169 166914 1140985 67299083 COMMUNITY PROGRAMS REVENUE 624200 318890 318890 EARLY CHILDHOOD PROGRAMS REVENUE 624100 1920 1920 320810 411208 411208 960000 56500 960000 79938 0 -23438 -23438 -23438 370397 370397 370397 68378060 320810 0 758167 5627252 5627252 16777754 16777754 337796 337796 24724606 23860931 863675 1685199 1635368 49831 5974696 5757519 217177 2624870 2513597 111273 234486 234486 76000 76000 1444673 1443525 1148 52168 52168 3392479 3092817 299662 287917 246703 41214 2121448 2035954 85494 700207 643788 56419 385340 351634 33706 409082 275585 133497 189080 158836 30244 PARTICIPANT COSTS 269796 269796 DUES AND MEMBERSHIPS 43694 36951 6743 REPAIRS AND MAINTENANCE 35916 30972 4944 LICENSES AND FEES 29462 29462 145189 26177 119012 67569110 64866789 2702321 0 9372 9373 13514255 13271052 3502226 4758893 370093 1017567 378782 0 23340 14341 6071884 3540067 2377689 2531817 6827212 5779292 27002969 27382335 3493673 4087942 128380 279427 6827212 5604984 10449265 9972353 X 15455657 16553700 1098047 856282 16553704 17409982 27002969 27382335 808950 47328 0 X 0 1 X 1 1 1 X 56556550 60769620 63854968 64350033 67299083 312830254 56556550 60769620 63854968 64350033 67299083 312830254 312830254 40690 7616 4844 191384 411208 655742 37063 211208 360181 248146 370397 1226995 314712991 1532728 0.99400 0.99600 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 115000 115000 449430 199700 249730 2881250 1432129 1449121 2626204 1908238 717966 2531817 RIGHT OF USE ASSET OPERATING LEASE 5604984 INVESTMENT IN PACE 174308 5779292 RIGHT OF USE OPERATING LEASE 5604984 5604984 X 68425388 47328 47328 68378060 0 68378060 67569110 0 67569110 0 67569110 PART X, LINE 2: NEMCSA IS REQUIRED TO ASSESS WHETHER IT IS MORE LIKELY THAN NOT THAT A TAX POSITION WILL BE SUSTAINED UPON EXAMINATION ON THE TECHNICAL MERITS OF THE POSITION ASSUMING THE TAXING AUTHORITY HAS FULL KNOWLEDGE OF ALL INFORMATION. IF THE TAX POSITION DOES NOT MEET THE MORE LIKELY THAN NOT RECOGNITION THRESHOLD, THE BENEFIT OF THAT POSITION IS NOT RECOGNIZED IN THE FINANCIAL STATEMENTS. NEMCSA HAS DETERMINED THERE ARE NO AMOUNTS TO RECORD AS ASSETS OR LIABILITIES RELATED TO UNCERTAIN TAX POSITIONS. 1 MID MICHIGAN COMMUNITY ACTION AGENCY INC 1574 EAST WASHINGTON ROAD FARWELL MI 48622 382056236 501(C)(3) 2747940 0 EARLY CHILDHOOD EDUCATION ALCONA COUNTY COMMISSION ON AGING 207 CHURCH STREET LINCOLN MI 48742 382028913 501(C)(3) 181458 0 SERVICES FOR SENIORS ALPENA AREA SENIOR CITIZENS COUNCIL INC 501 RIVER STREET ALPENA MI 49707 381878427 501(C)(3) 311096 0 SERVICES FOR SENIORS SUNRISE SIDE SENIOR SERVICES PO BOX 36 OMER MI 48749 382213493 501(C)(3) 218261 0 SERVICES FOR SENIORS CHEBOYGAN COUNTY COUNCIL ON AGING 1531 SAND ROAD CHEBOYGAN MI 49721 386296274 501(C)(3) 242339 0 SERVICES FOR SENIORS CRAWFORD COUNTY COMMISSION ON AGING 308 LAWNDALE STREET GRAYLING MI 49738 386004907 CRAWFORD COUNTY 197662 0 SERVICES FOR SENIORS IOSCO COUNTY COMMISSION ON AGING INC PO BOX 160 HALE MI 48739 382015470 501(C)(3) 284298 0 SERVICES FOR SENIORS MONTMORENCY COUNTY COMMISSION ON AGING PO BOX 788 ATLANTA MI 49709 382046898 501(C)(3) 167856 0 SERVICES FOR SENIORS OGEMAW COMMISSION ON AGING 1528 SOUTH M-33 WEST BRANCH MI 48661 383381063 501(C)(3) 303752 0 SERVICES FOR SENIORS OSCODA COUNTY COUNCIL ON AGING 429 N MT TOM ROAD MIO MI 48647 382045047 501(C)(3) 133685 0 SERVICES FOR SENIORS OTSEGO COUNTY COMMISSION ON AGING 120 GRANDVIEW BOULEVARD GAYLORD MI 49735 382058876 501(C)(3) 284131 0 SERVICES FOR SENIORS PRESQUE ISLE COUNTY COUNCIL ON AGING 6520 DARGA HIGHWAY POSEN MI 49776 382049370 501(C)(3) 133052 0 SERVICES FOR SENIORS ROSCOMMON COUNTY COMMISSION ON AGING 2625 TOWNLINE ROAD HOUGHTON LAKE MI 48629 383372580 501(C)(3) 395236 0 SERVICES FOR SENIORS LEGAL SERVICES OF NORTHERN MICHIGAN INC 130 WEST SPRUCE STREET PO BOX 710 SAULT STE MARIE MI 49783 381817336 501(C)(3) 26486 0 SERVICES FOR SENIORS 14 0 EARLY CHILDHOOD PROGRAMS ASSISTANCE 2260 149618 COMMUNITY BASED CARE PROGRAMS ASSISTANCE 795 11800420 AGING PROGRAMS ASSISTANCE 8164 226289 COMMUNITY PROGRAMS 5852 3081660 1519767 STATE OF MI VALUE FOOD COMMODITIES PART I, LINE 2: THE ORGANIZATION PERFORMS A DETAILED PROGRAMMATIC AND FISCAL REVIEW ON SITE TO EACH CONTRACTOR ON AN ANNUAL BASIS. UNDERLYING DOCUMENTATION IS ANALYZED AND ADHERENCE TO FEDERAL, STATE AND LOCAL RULES AND REGULATIONS ARE VERIFIED BY MANAGEMENT. ADDITIONALLY, EACH CONTRACTOR IS REQUIRED TO SUBMIT FINANCIAL REPORTS ON A MONTHLY BASIS AND AUDITED FINANCIAL STATEMENTS ON AN ANNUAL BASIS. X X X 0 0 0 0 0 0 0 0 0 LISA BOLEN EXECUTIVE DIRECTOR/CEO 153618 0 0 0 0 0 14795 0 18420 0 186833 0 0 0 TRICIA GRIFKA EARLY CHILDHOOL SERVICES DIRECTOR 127454 0 0 0 0 0 12713 0 18983 0 159150 0 0 0 X 1 1140985 STATE OF MI VALUE 0 0 1 0 PART I, COLUMN (B): THE ORGANIZATION REPORTS THE ACTUAL NUMBER OF CONTRIBUTORS OF FOOD INVENTORY. FORM 990, PART III, LINE 3 THE COMMODITY SUPPLEMENTAL FOOD PROGRAM (CSFP), AND THE EMERGENCY FOOD ASSISTANCE PROGRAM (TEFAP) BOTH HAVE BEEN DISCONTINUED BY NEMCSA AS OF SEPTEMBER 2024. THE PROGRAMS WERE TRANSFERRED TO THE FOOD BANK OF MICHIGAN (A DIFFERENT, UNRELATED ENTITY). FORM 990, PART VI, SECTION B, LINE 11B AN INDEPENDENT CPA FIRM PREPARES FORM 990 AND PROVIDES THE AGENCY WITH A DRAFT COPY FOR REVIEW BY THE AUDIT/FINANCE COMMITTEE. ALL BOARD MEMBERS ARE ALSO PROVIDED WITH A COPY OF THE DRAFT FORM 990. AFTER THE COMMITTEE HAS REVIEWED THE DRAFT, THE FORM 990 WITH CHANGES (IF NECESSARY) IS PRESENTED TO THE FULL BOARD OF DIRECTORS FOR APPROVAL. ALL CHANGES ADDRESSED BY EITHER THE COMMITTEE OR THE FULL BOARD ARE THEN SHARED WITH THE CPA FIRM. THE CPA FIRM THEN FINALIZES FORM 990 WITH THE CHANGES MADE AND RETURNS THE FINALIZED COPY TO THE AGENCY FOR FINAL REVIEW. AGENCY VERIFIES THE CHANGES, AND THE EXECUTIVE DIRECTOR/CEO SIGNS FORM 8879-EO AUTHORIZING THE CPA FIRM TO E-FILE THE FINALIZED FORM 990. FORM 990, PART VI, SECTION B, LINE 12C ON AN ANNUAL BASIS EACH BOARD MEMBER IS REQUIRED TO SUBMIT A CONFLICT OF INTEREST DISCLOSURE STATEMENT ATTESTING THAT HE/SHE HAS READ AND AGREES TO COMPLY WITH THE AGENCY'S NEPOTISM AND CONFLICT OF INTEREST POLICIES AND FURTHER ATTESTING THAT HE/SHE IS NOT INVOLVED IN ANY ACTIVITIES THAT MAY BE CONSIDERED A CONFLICT, EXCEPT AS IDENTIFIED. THE STATEMENTS ARE DATED AND RETAINED BY THE AGENCY'S BOARD SECRETARY. BOARD MEMBERS EXCLUDE THEMSELVES FROM VOTING ON ANY BOARD ITEMS WHERE A CONFLICT OF INTEREST HAS BEEN DISCLOSED, AS APPLICABLE. IN ADDITION, AT EACH BOARD MEETING, AS AN AGENDA ITEM, THE MEMBERS ARE VERBALLY ASKED IF THERE ARE ANY NEW/CHANGED CONFLICT(S) OF INTEREST WHICH WOULD PRECLUDE THE MEMBER FROM VOTING ON A GIVEN TOPIC. FORM 990, PART VI, SECTION B, LINE 15 THE WAGE AND COMPENSATION COMMITTEE OF THE AGENCY CONDUCTS A WAGE COMPARABILITY STUDY EVERY FIVE (5) YEARS (WITH THE RESULTS PRESENTED TO THE BOARD OF DIRECTORS). ALL POSITIONS/CLASSIFICATIONS ARE REVIEWED AND COMPARED TO LIKE ENTITIES THROUGH STUDIES SUCH AS THE SALARY AND BENEFIT SURVEY FOR HEAD START, MICHIGAN NON-PROFIT AGENCY AS WELL AS INTERNET-BASED SERVICES SUCH AS SALARY.COM. IN ADDITION, THE EXECUTIVE DIRECTOR/CEO'S SALARY IS VOTED UPON BY THE BOARD OF DIRECTORS AND THE TERMS AND CONDITIONS ARE CONTRACTUALLY BINDING. OTHER POSITIONS SUCH AS THE CHIEF FINANCIAL OFFICER, AND THE EARLY CHILDHOOD SERVICES DIRECTOR ALSO HAVE CONTRACTS, TERMS OF WHICH ARE NEGOTIATED AND GOVERNED BY THE EXECUTIVE DIRECTOR/CEO. THEIR CONTRACTS USUALLY MIMIC THE INCREASES AFFORDED BY REGULAR EMPLOYEES. FORM 990, PART VI, SECTION C, LINE 19 NORTHEAST MICHIGAN COMMUNITY SERVICE AGENCY, INC.'S FINANCIAL STATEMENTS AND TAX RETURNS ARE AVAILABLE ON THE AGENCY'S WEBSITE: WWW.NEMCSA.ORG. THE CONFLICT-OF-INTEREST POLICY AND OTHER GOVERNING DOCUMENTS ARE AVAILABLE UPON REQUEST.